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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS6 years Filed as: FIRST AMERICAN BANK Service code 21 303 W. MAIN ST. · ARTESIA, NM 88210 | Bank Trustee | $15,962 |
RETIREMENT DIRECT3 years Service code 15 · EIN 91-2076699 | Recordkeeping | $7,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,192 | $51,045-68.3% | $70,515-77.0% | $71,457-77.3% |
| Participation rate | 68.8% | 59.4%+9.4pp | 68.3%+0.5pp | 67.9%+0.9pp |
| Annual return | 12.94% | 42.63%-29.7pp | 32.77%-19.8pp | 28.85%-15.9pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,153 | $3,026+37.2% | $4,567-9.1% | $4,289-3.2% |
| Admin fee / account holder | $125 | $1,994-93.7% | $6,412-98.0% | $1,587-92.1% |